Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49425.33 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45364.12 Kr¶
PnL: ---------------------------------------> 308.12 Kr¶
DD now: ---------------------------------> -6.956 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 12:32:10.256488'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.550000 | 1670.040000 | 201.040000 | 13.690000 | 1468.999998 |
| Sedana Medical | 93 | 5.290000 | 2704.440000 | 183.440000 | 7.280000 | 2521.000011 |
| Orrön Energy | 180 | 5.730000 | 2174.400000 | 131.400000 | 6.430000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.320000 | 1021.200000 | 60.200000 | 6.260000 | 960.999996 |
| Atrium Ljungberg B | 5 | 4.150000 | 992.000000 | 57.000000 | 6.100000 | 935.000000 |
| JM | 6 | 3.350000 | 907.200000 | 43.200000 | 5.000000 | 864.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | 3.690000 | 832.800000 | 40.800000 | 5.150000 | 792.000000 |
| Sagax B | 4 | 3.050000 | 893.200000 | 39.200000 | 4.590000 | 854.000000 |
| Hoist Finance | 35 | 1.050000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Hexatronic Group | 12 | 1.880000 | 986.400000 | 19.400000 | 2.010000 | 966.999996 |
| Bilia A | 8 | 2.040000 | 918.400000 | 18.400000 | 2.040000 | 900.000000 |
| Gränges | 9 | 1.840000 | 945.000000 | 17.000000 | 1.830000 | 927.999999 |
| BioGaia B | 8 | 1.280000 | 946.400000 | 16.400000 | 1.760000 | 930.000000 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.060000 | 975.000000 | 2.000000 | 0.210000 | 972.999996 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Byggmax Group | 33 | 0.000000 | 953.040000 | -2.960000 | -0.310000 | 956.000001 |
| OX2 | 13 | 0.620000 | 946.400000 | -3.600000 | -0.380000 | 949.999999 |
| EQT | 4 | -0.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| ASSA ABLOY B | 3 | -1.080000 | 767.400000 | -11.600000 | -1.490000 | 779.000001 |
| Biotage | 7 | -1.480000 | 928.900000 | -12.100000 | -1.290000 | 940.999997 |
| Alimak Group | 11 | -0.240000 | 915.200000 | -12.800000 | -1.380000 | 927.999996 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| VEF | 909 | 0.100000 | 1819.820000 | -30.180000 | -1.630000 | 1850.000436 |
| SKF B | 5 | -2.520000 | 908.500000 | -31.500000 | -3.350000 | 940.000000 |
| Addnode Group B | 11 | -1.890000 | 884.400000 | -36.600000 | -3.970000 | 921.000003 |
| Vitec Software Group B | 2 | 0.190000 | 1044.000000 | -43.000000 | -3.960000 | 1087.000000 |
| Latour B | 4 | -0.590000 | 813.200000 | -43.800000 | -5.110000 | 857.000000 |
| Indutrade | 5 | 1.080000 | 1173.500000 | -44.500000 | -3.650000 | 1218.000000 |
| INVISIO | 16 | 0.670000 | 3624.000000 | -65.000000 | -1.760000 | 3689.000000 |
| Hexagon B | 26 | 0.150000 | 3395.600000 | -65.400000 | -1.890000 | 3461.000010 |
| Bufab | 3 | -1.990000 | 1032.000000 | -77.000000 | -6.940000 | 1109.000001 |
| BHG Group | 97 | 1.930000 | 1381.280000 | -77.720000 | -5.330000 | 1458.999989 |
| TOTAL | 45364.120000 | 308.120000 | -6.95594% | 45056.000411 |
Updated:¶
'2023-07-04 12:32:27.138431'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
